SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $6,000 | 0.0% | 90 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $6,000 | +20.0% | 90 | 0.0% | 0.01% | +25.0% |
| Q4 2018 | $5,000 | -16.7% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 90 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $6,000 | 0.0% | 90 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $6,000 | -57.1% | 90 | -59.1% | 0.01% | -54.5% |
| Q4 2017 | $14,000 | -91.2% | 220 | -93.3% | 0.01% | -93.1% |
| Q4 2015 | $159,000 | +6.0% | 3,271 | 0.0% | 0.16% | +3.9% |
| Q3 2015 | $150,000 | -40.0% | 3,271 | -35.5% | 0.15% | -33.9% |
| Q2 2015 | $250,000 | -0.4% | 5,071 | 0.0% | 0.23% | -2.9% |
| Q1 2015 | $251,000 | +0.8% | 5,071 | 0.0% | 0.24% | -1.2% |
| Q4 2014 | $249,000 | – | 5,071 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |